Insights for professional partners

The US presidential election is looking tight. What would a Democrat or Republican victory mean for markets?

It seemed, at times, that Labour’s Green Prosperity Plan— a pledge to invest £28 billion a year into greening the economy— was destined for death by a thousand cuts. In the end it limped, wounded, into the manifesto. But the taming of Labour’s initial ambition has prompted questions about the party’s devotion to the climate cause.

The UK ship of state is likely to be sailing in calmer waters after some choppy years. That could reduce the massive discount for UK equities, relative to their US cousins.

Explore key investment themes in our latest video: small-cap outperformance, US tech outlook, and when the Fed might cut interest rates next.

As Rachel Reeves moves into Number 11 Downing Street, where the Chancellor lives and works, she faces a fiscal conundrum. Her party’s manifesto pledged “no return to austerity”, yet she is inheriting plans containing significant spending cuts, and her room for manoeuvre is limited. She’s pledged not to increase the four taxes that raise most revenue, and to retain fiscal rules that limit her scope to borrow. Squaring this circle won’t be easy. However, the situation is better than the gloomier prognoses suggest, and we’re still happy holding UK government bonds.

For the first time in 14 years a Labour Prime Minister sits in Number 10, in what is also a historic year for elections in general, with a combined population of more than four billion going to the polls.

Rathbones' co-chief investment officer, Edward Smith and head of asset allocation, Oliver Jones discuss the key themes shaping the investment outlook and some of the principles of long-term investing through the lens of UK equities.

A widely expected change of government may bolster UK sentiment, while the US election is on a knife’s edge.

It may feel like déjà vu as equity performance is again concentrated in a few big names, but in his latest video update, Rathbones co-CIO Ed Smith discusses how positive earnings surprises are spreading more widely and why this is good news for active investors.

There are plenty of promising companies under the radar aside from the most celebrated names – on both sides of the Atlantic.

With Prime Minister Rishi Sunak having announced a general election for Thursday 4 July, the Conservative Party has a mountain to climb to avoid a heavy defeat. Labour has a large lead in the polls (around 20 percentage points) that has been sustained for more than a year and a half. The polls can of course be wrong, or shift – but usually only by so much. It would take a historic swing in such a short time to make a big difference to the outcome. 

In his latest video update, Rathbones co-CIO Ed Smith discusses the continued, but lately slowing and more meandering, upward march in markets.

We’ve been exploring the investment opportunities among oft-overlooked small and mid-sized companies.

The global economy may be finding its feet again

India's prospects for economic growth look good - but we think its promise is already priced into its stock market.

We need to guard against AI risks